MCM
NWLI

McKinley Capital Management’s National Western Life Group, Inc. Class A NWLI Stock Holding History

McKinley Capital Management’s Portfolio NWLI Stock Details NWLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-131
Closed -$42K – 469
2017
Q2 		$42K Buy
+131
New +$40.8K ﹤0.01% 382

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

McKinley Capital Management's NWLI Position: Q3 2017 in Review

McKinley Capital Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2017, closing a stake of 131 shares — an estimated $42K sold.

McKinley Capital Management first reported a position in NWLI in Q2 2017 and held it in 1 quarter. The position peaked at $42K in Q2 2017. 105 funds tracked by Wall St. Rank hold NWLI as of Q3 2017.

  • McKinley Capital Management reported no remaining National Western Life Group, Inc. Class A position as of Q3 2017 after selling out during the quarter.
  • McKinley Capital Management sold 131 National Western Life Group, Inc. Class A shares in Q3 2017, an estimated $42K.
  • McKinley Capital Management first reported a position in National Western Life Group, Inc. Class A in Q2 2017 and held it in 1 quarter.
  • McKinley Capital Management's National Western Life Group, Inc. Class A position peaked at $42K in Q2 2017.
  • 105 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2017.

Based on McKinley Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.